Weekly Work Plan Feature Guide
The Weekly Work Plan in InTakt bridges strategic takt planning with real-world execution. It translates the long-range takt plan into short-term, week-by-week workflows that are repeatable, editable, and easy to coordinate—enabling teams to plan with precision and adapt with confidence.
1. Why Use the Weekly Work Plan
The Weekly Work Plan is your operational layer between the master takt and the daily crew huddle. It allows you to:
- Visualize what work is planned per week, per zone.
- Break tasks into subtasks to define specific scopes or crews.
- Make week-specific edits without disrupting overall takt rhythm.
- Improve communication between field crews, planners, and foremen.
2. Setting Up Default Weekly Subtasks
Default subtasks are configured in the Takt Settings and serve as templates that auto-populate the Weekly Work Plan.
To set them up:
- Navigate to Takt Settings > select a phase > pick a task.
- Tap the ➕ icon to create subtasks representing smaller scopes of work.
Each subtask can include:
- Title and optional reassignment to a different parent task.
- Assigned company or trade to clarify ownership.
- Crew size, specifying expected labor for accurate forecasting.
- Tags, useful for filtering by workflow type or status (e.g., “fire-rated”).
- Checklist items, durations, and comments.
Once created, these subtasks will automatically apply to all tasks that fall after the lock line.
3. Accessing the Weekly Work Plan
To view or modify the plan:
- Go to the Work Plan tab.
- Use the date picker or arrows to browse by week.
- Each row shows the parent task and its subtasks for that week.
4. Editing the Weekly Plan & Assigning Crew Sizes
Weekly Work Plans are flexible: they pull in default subtasks but can be adjusted to match real-world needs.
You can:
- Edit existing subtasks (crew sizes, durations, tags, assignments).
- Add custom one-off subtasks for that week.
- Leave comments for trade partners or supervisors.
Edits made in this view apply only to the specific week and won't affect future or past plans. Additionally, these changes won't be overwritten by any future default settings added through the takt settings.
Assigning Subtask-Level Crew Sizes
For more precise labor planning:
- Open a task from the Work Plan.
- Scroll to Subtask Crew Size and add crew numbers per subtask.
- ⚠️ Note: Subtask crew sizes will override the parent task’s crew size for that task node.
- You can revert control to the parent at any time via the Units tab in the schedule view.
Subtask crew sizes appear in the Workforce View histogram, enabling accurate labor forecasting across zones and weeks.
5. Tracking Progress
Each subtask in the Weekly Work Plan supports visual progress tracking:
- ✅ Click once: Marked complete.
- ❌ Click twice: Marked incomplete.
- ➖ Click three times: Clears the status.
Add weekly notes to clarify what happened, flag blockers, or log updates.
6. Permissions and Access Control
Only users with the right roles and permissions can edit the Weekly Work Plan. Access can be limited by:
- Task or Phase
- Zone
- Assigned Company
This ensures that only the right people make the right updates at the right level.
The Weekly Work Plan empowers teams to coordinate daily execution while preserving takt flow. It promotes visibility, accountability, and agility—without sacrificing the structure needed for long-term success.
7. Export Options
The weekly work plan and look-ahead exports draw details directly from the work plan to create PDF files. For more information on how these exports work, see here.